16/02/2021
This paper seeks to explore a key ESG related theme, the future of US Oil Demand and Rise of Electric Vehicles, for potential opportunities & associated risks.
08/09/2020
As we get closer to the 2020 US Presidential Election, this paper provides a primer on how equity markets and politics interact.
23/06/2020
The environment resulting from COVID-19 is unprecedented in many ways. While historical analysis remains useful in this period, we have reorganised some of our research efforts into six different categories to assess development in this unique period.
11/03/2020
Low carbon strategies are growing in demand, demonstrating the growing opportunities that exist. For investors that are facing the possibility to divest from carbon, we highlight how to construct a carbon divestment strategy and the ways we integrate low-carbon themes into our process.
30/01/2018
Following a multi-year stretch of almost uninterrupted outperformance, some investors question whether the Technology sector is in a position similar to the late 1990s Tech Bubble, pointing to lofty valuations as evidence.
15/02/2018
In our 2018 forecast, we explained our view that long-term interest rates should remain benign—not rise in lockstep with short-term rate hikes, as many assume they will. Investors thought rates would skyrocket last year, too, but after the Fed hiked three times, long rates ended the year lower.
17/12/2017
In October 2017, the Federal Reserve began the process of unwinding its balance sheet. It will now begin to let a portion of the long-term Treasuries and mortgage-backed securities mature off its balance sheet without reinvesting the proceeds.
Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance.
Fisher Investments Australasia offers a variety of Global, Non-US, and US Equity strategies for institutional investors. FIA delegates portfolio management to its parent company, Fisher Investments, a money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than $406 billion* in assets for over 150,000 clients globally.* Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s 90+ year history. He has also authored several New York Times bestsellers on finance and investing. (*As of 31/03/2024)
For your reference, Fisher Investments Australasia is an investment manager located in Sydney. The parent company, Fisher Investments, is based in the United States, and manages assets for large institutional clients around the world.
Fisher Investments Australasia Pty Ltd (FIA) holds an Australian Financial Services Licence (#433312) with the Australian Securities and Investment Commission (ASIC). FIA delegates portfolio management to its parent company, Fisher Investments (FI).